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Technology Stocks : Amazon.com, Inc. (AMZN) -- Ignore unavailable to you. Want to Upgrade?

To: Mark Fowler who wrote (5475)	6/10/1998 10:55:00 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

Glenn, i saw that earlier, i don't know what that really means yet. Could it mean that they have streamline there site better for the public with their one click through service. It could mean alot of different things. Would it be more relevant if Amzn was a portal site. Any ideas on that. Mark, I must agree the ramifications of this are very difficult to determine. I would think that the added advertising by Barnes and Noble and the little by Borders would increase page views for Amazon. I would think people would want to compare the way the sites are layed out not to mention price although that could be done with a bot. The majority of people on the net are not that net savy as of yet. I still think they have that 6 to 12 month edge over the competition. It will get interesting over the next 2 to 3 qtrs. I cannot argue with the lead. That is a fact. I am not certain that means too much. There is no loyalty in retail buying. Glenn

To: Mark Fowler who wrote (5475)	6/10/1998 11:22:00 PM
From: Oeconomicus	Read Replies (4) \| Respond to of 164684

Mark, RK's numbers, as I understand it from their explanation, measure the unique users who visited a given "Domain" during the month (I think they adjust for the length of the month too). It is not a page hit count. In fact, since the Fools brought up the term "mindshare", it seems to me that RK's numbers might be a pretty good indicator of that intangible. If fewer people visited the site, it's a good bet that either fewer people bought or fewer new people surfed in to check it out. That would tell me that either sales are weaker or their advertising isn't as effective at bringing in new potential customers, or both. April, the last month I've seen from RK, may have been a weak month for book sales in general (I recall that something about BKS' last Q report lead me to think that was possible), their advertising may be losing its effectiveness or competition may be making inroads (isn't that about when BKS started gearing up promotion?). The latter two would be bad things in a "mindshare" race. To be fair, I should also add that it's possible fewer unique users visited Amazon, but they made numerous or bigger purchases during the month so sales could climb anyway. Problem is it still implies fewer new visitors and I have a hard time seeing that as good. Regards, Bob